Financial advisors in Newton, MA

29 match

Aaron Buczek
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alisa Skatrud
Financial advisor at Plum Street Advisors, LLC
Plum Street Advisors, LLC · $462.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Holmes
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Pellegrino
Financial advisor at Plum Street Advisors, LLC
Plum Street Advisors, LLC · $462.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ann Decaprio
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Beth Gibson
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christoph Chen
Financial advisor at Insight Financial Strategists
Insight Financial Strategists · $27.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dana Levit
Financial advisor at Paragon Financial Advisors
Paragon Financial Advisors · $113M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Shnitzer
Financial advisor at Capital Analysts
Capital Analysts · $8.77B AUM
CFP®Verified
View page Check on SEC IAPD ↗
Emmanuel Sabiiti
Financial advisor at Emma Research LLC
Emma Research LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gayle Buff
Financial advisor at Buff Capital Management, LLC
Buff Capital Management, LLC · $49.7M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Hamid Omid
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared Brock
Financial advisor at Brock Hill Wealth Management
Brock Hill Wealth Management · $87M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Biebel
Financial advisor at Ridley Cove Financial Advisors LLC
Ridley Cove Financial Advisors LLC · $41.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Esposito
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Brandl
Financial advisor at Main Street Financial Solutions, LLC
Main Street Financial Solutions, LLC · $2.51B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Holt
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Loer
Financial advisor at Renaissance Wealth Advisors, LLC
Renaissance Wealth Advisors, LLC · $109.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kellie Jacques
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lyman Jackson
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Barrand
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Sliwa
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Emmons
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicole' Keane
Financial advisor at Dakota Wealth, LLC
Dakota Wealth, LLC · $6.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shane Kelly
Financial advisor at Mayport Wealth Management
Mayport Wealth Management · $694.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Susan Kaplan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Taylor Kale
Financial advisor at Proficio Capital Partners LLC
Proficio Capital Partners LLC · $8.17B AUM
CFP®Verified
View page Check on SEC IAPD ↗
Wei Wang
Financial advisor at Triple Summit Advisors, LLC
Triple Summit Advisors, LLC · $108.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Zachary Clifford
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Newton, MA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Newton, MA.

How this list works

Before you hire an advisor in Newton, MA